KCM
SCHR

Key Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Key Capital Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5K Buy
1,481
+1,296
+701% +$32K 0.02% 200
2026
Q1 		$4.61K Buy
+185
New +$4.64K ﹤0.01% 395

Other funds holding SCHR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Key Capital Management's SCHR Position: Q2 2026 in Review

Key Capital Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 701% in Q2 2026, buying an estimated $32K and bringing the position to 1,481 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #200.

Key Capital Management first reported a position in SCHR in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Key Capital Management held 1,481 shares of Schwab Intermediately-Term US Treasury ETF worth $36.5K as of Q2 2026.
  • Key Capital Management bought 1,296 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $32K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #200 holding.
  • Key Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.